Finish Well RIA LLC fees and pricing

Financial planner in Columbus, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 25, 2026, Finish Well RIA LLC charges an annual fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $500⁠-⁠$10,000/yr; “The negotiated fixed rate for portfolio management will vary between $500 - $10,000 per year.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of FWRL's fees within five business days of signing the Investment Advisory Contract.”
“Fees are paid quarterly in advance. 4 C.”

Its annual fee of $500-$10,000 spans the Ohio median of $5,000. 53% of the 79 other Ohio planners that publish an annual fee charge less.
5 of the 7 other planners in Columbus that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 310
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $109,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 321957
Website: fwretire.com (opens in new tab)
Phone: (833) 397-3847

Can advise clients in 4 states: Florida, Mississippi, Ohio, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.